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About —

Managing your wealth means more than managing your investments. To effectively grow and protect your wealth takes a comprehensive and integrated approach. As professional financial advisors we put the focus on clients’ specific needs and then translate their goals, concerns and opportunities into an evolving dynamic plan. With over nine decades of experience our strategies work for everyone. We are skilled in helping clients fully understand their financial status and the impact of impending life transitions for professionals, business owners, and retirees alike. Although our strategies can be complex, the way we explain it is not. Our experienced team has access to specialists with expertise in tax & estate planning, investments, securities, insurance protection, lending and business succession, so we can tailor a plan that meets your short and long term goals. We view client relationships as partnerships and we are fully committed to you. In return for your trust, we promise honesty, integrity and clarity.

Team —

Yulia Romar

Our clients are mature and established. They've come to expect solutions that are unique as they are. Our clients realize that it takes a team to be successful, and are looking for a collaborative team based approach to their wealth management needs.

We design and manage comprehensive solutions for high net worth individuals, families and foundations. Our approach is disciplined and proven. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs.